We primarily use the solution for the CRM, the customer relationship management, but now we are expanding its usage to allow our customers use access an online customer portal based on salesforce community and using B2B commerce
Head of Enterprise Architecture at Mantrac Group
Easy to set up, stable, and offers a great ecosystem
Pros and Cons
- "There is very good documentation available and Salesforce offers good communication with its clients. It's very user-friendly and has a system that is easy to learn."
- "It was a great add-on to our digital landscape."
- "Technical support could be a bit faster."
What is our primary use case?
How has it helped my organization?
It was a great add-on to our digital landscape. It is an easy-to-use, easy to customize platform.
What is most valuable?
Salesforce is not a product, it is a platform, there is a huge difference between the two use cases.
The platform allows us to receive and collect information easily.
There's a great ecosystem within Salesforce:
1) A huge network of implementation-certified partners who have great knowledge about the platform
2) A Market place where you can download 3rd party apps on the platform
3) There is very good online documentation available and Salesforce offers good communication with its clients. It's very user-friendly and has a system that is easy to learn.
We've found the stability to be quite good.
The initial setup is easy.
The product can scale well.
What needs improvement?
The solution doesn't really have any weak areas. Overall, it's a very good product, but technical support could be a bit faster. For the standard support, their SLA is about 48 hours which is not that fast if you have a serious issue
Based on the platform capabilities. I see that the Platform is very, very capable of handling a full ERP, and not only a CRM.
Maybe in the near future, SF will launch their own ERP system.
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For how long have I used the solution?
We've been using this solution for ten years at this point. It's been a decade. It's been a long time.
What do I think about the stability of the solution?
The stability of the product has been good overall. We don't experience any downtime. There are no bugs or glitches and it doesn't crash or freeze. You do need access to a good internet connection, however. Without a strong internet connection, you may experience some problems. However, that's not the fault of the Salesforce backend in any way.
What do I think about the scalability of the solution?
The scalability is very good. If you need to expand it, you can do so relatively easily.
How are customer service and support?
Technical support is okay. It's average. Their response times could be faster in terms of getting assistance to us. I'd rate it overall at a four out of five. Mostly we are happy with the level of support.
Which solution did I use previously and why did I switch?
We did previously use another solution before Salesforce.
How was the initial setup?
The initial setup is very straightforward. It's not overly complex or difficult.
The time it takes to deploy depends on what your plans are for the solution. Without any specific customizations, it's a very quick process. Once you log on, you have access.
What's my experience with pricing, setup cost, and licensing?
The solution is relatively expensive. It also comes with extra costs. For example, extra technical support is a bit more. It can add up.
Which other solutions did I evaluate?
We did evaluate a few other options before ultimately choosing Salesforce. Among these was Microsoft.
What other advice do I have?
We're just Salesforce customers. We don't have a business relationship with them.
I'd rate the solution at a nine out of ten. We're mostly quite satisfied with the product and its capabilities.
I'd recommend the solution to other users and companies. However, you need a strong team to manage it. You need to have suitable admins on hand to properly implement the rules.
Which deployment model are you using for this solution?
Public Cloud
Disclosure: My company does not have a business relationship with this vendor other than being a customer.
Manager - Key Accounts at a computer software company with 10,001+ employees
Modular, stable, scalable, and usable on various devices
Pros and Cons
- "It is very modular in approach. It is very light, and it can be used on various devices. It could be used on an Android phone or a laptop, which makes it good for the sales team on the road."
- "It could have a lot more customization options in terms of fonts and reports. There should be an even lighter version with just two or three fields. It could be a bit more light if the field guys want to use it on a mobile phone on the road. For deploying it for CRM, maybe we can have our customer database, project funnels, and projects to help us in managing our supply chain business."
- "It could have a lot more customization options in terms of fonts and reports."
What is our primary use case?
We use it to manage the customer base, sales funnel, and sales team. We also intend to use it for CRM.
What is most valuable?
It is very modular in approach. It is very light, and it can be used on various devices. It could be used on an Android phone or a laptop, which makes it good for the sales team on the road.
What needs improvement?
It could have a lot more customization options in terms of fonts and reports.
There should be an even lighter version with just two or three fields. It could be a bit more light if the field guys want to use it on a mobile phone on the road.
For deploying it for CRM, maybe we can have our customer database, project funnels, and projects to help us in managing our supply chain business.
For how long have I used the solution?
I have been using this solution for almost ten or eleven years. In my current organization, we have been using it for the last two years. I have also used it in my previous company.
What do I think about the stability of the solution?
It has been quite stable. We didn't have any challenges.
What do I think about the scalability of the solution?
In terms of scalability, it has been good so far. I have seen it working fine for a team of 10 people as well as for a team of 1,000 people. There are probably more than 1,000 users in our organization globally.
In this organization, it is primarily for managing the sales team and sales funnel, but we also intend to use it for CRM around three years down the line.
How are customer service and technical support?
I am a sales guy, and from my point of view, I never had any problem.
How was the initial setup?
It is straightforward.
What's my experience with pricing, setup cost, and licensing?
I have heard that it is fairly priced. It offers ROI.
What other advice do I have?
It is a good platform. To deploy it in your organization, users should identify their problems and needs. They should align it with their needs in terms of customization.
I would rate Salesforce Platform an eight out of ten.
Which deployment model are you using for this solution?
Private Cloud
Disclosure: My company does not have a business relationship with this vendor other than being a customer.
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SVP, Senior Director, Platforms and Delivery at a financial services firm with 10,001+ employees
Great dashboards, highly scalable, and overall stable
Pros and Cons
- "We used it for providing a 360 view of the customers from within Salesforce, so a lot of data got presented there, for which we used Einstein Analytics, and the Einstein Analytics dashboards were really great."
- "It is quite expensive. It has gotten to that point where it is a lot more pricey. It has kind of got its own proprietary language for development. It is probably never going to change, but if it had a more market language for development, it would be easier to find developers. They come at a premium cost, so it is expensive."
- "It is quite expensive. Its developers come at a premium cost, which makes it expensive."
What is our primary use case?
We used it for sales and mobile access. We had to create mobile access for sales agents. We also used it for customer service and for onboarding in the treasury space with the nCino product.
How has it helped my organization?
It has definitely improved the way our organization functions.
What is most valuable?
We used it for providing a 360 view of the customers from within Salesforce. So, a lot of data got presented there, for which we used Einstein Analytics. The Einstein Analytics dashboards were really great.
What needs improvement?
It is quite expensive. It has gotten to that point where it is a lot more pricey. It has kind of got its own proprietary language for development. It is probably never going to change, but if it had a more market language for development, it would be easier to find developers. They come at a premium cost, so it is expensive.
For how long have I used the solution?
I have been using this solution for more than four years.
What do I think about the stability of the solution?
Overall, it is stable. We generally tend to wait until somebody else has upgraded.
What do I think about the scalability of the solution?
It is highly scalable. In my previous organization, we probably had 2,000 or 3,000 users.
How are customer service and technical support?
They have a model where there are a lot of user groups before you get into really calling them. We go through the sales channel and get assistance through that. We didn't really use the tech support itself that much. We kind of leveraged sales engineers to help us with things that we had questions about.
Which solution did I use previously and why did I switch?
Based on my knowledge, we were not using any other solution. I have used it here for four years, but they have had it for eight years.
How was the initial setup?
It really depends on what you're doing.
What's my experience with pricing, setup cost, and licensing?
It is quite expensive. Its developers come at a premium cost, which makes it expensive.
What other advice do I have?
I would advise others to go with the base functionality first and then develop specific use cases for your expansion and customization. Try to leverage, as much as possible, the core capabilities without customization. Rely on configuration because customization is really expensive. The developers are expensive.
I would rate Salesforce Platform an eight out of ten.
Which deployment model are you using for this solution?
Private Cloud
Disclosure: My company does not have a business relationship with this vendor other than being a customer.
Associate Vice President at AWL
Empowers our sales team with a common platform, but lacks a few niche integrations
Pros and Cons
- "We like that the technology is very agile and flexible in the sense that there's a large partner ecosystem within Salesforce Platform. This enables us to choose from many different partners with different advantages, and all of it can be done in a plug-and-play kind of way."
- "With Salesforce Platform, we are able to focus on business outcomes and we need not worry about infrastructure at all."
- "Although the platform is already set up for you, there's a lot of customization that needs to be done, especially for any new component we start using. For whatever solution we wanted, we had to think for ourselves and design it all on our own. And, unfortunately, there were some components that were not really mature in the beginning, like Tableau for example."
What is our primary use case?
We originally started using Salesforce Platform for our sales guys who go into the market every day. They wanted a common platform that is scalable and easy to work with, especially for the clients. We took to Salesforce because it filled this need, and because it came with multiple apps from different vendors and partners that could be integrated with it.
The sales team do route planning, meeting planning, and then they take a particular vehicle to particular retailers. Then they talk to them and find out their reason for taking or not taking a particular order, so that my marketing team and other teams can take action.
How has it helped my organization?
In 2015, we decided we should be on cloud. That is, we should not build our own infrastructure, hardware, network, database, etc., because then you cannot focus on the business outcomes; you're focusing more on the infrastructure. With Salesforce Platform, we are able to focus on business outcomes and we need not worry about infrastructure at all.
What is most valuable?
We found that the dashboard creation is very simple, so we got all our data in one place and we told users: now it's your job to create whatever analytics you want on the backend. So instead of generically recreating and redefining everything, what we did is we allowed our users access to all the fields that let them select and define their own graphs and analytics and so on. When used like this, it is very simple for users and doesn't require any technical IT skills from their point of view.
We like that the technology is very agile and flexible in the sense that there's a large partner ecosystem within Salesforce Platform. This enables us to choose from many different partners with different advantages, and all of it can be done in a plug-and-play kind of way.
One other aspect that is very important to us is that Salesforce Platform is a global platform and widely available across all of India.
What needs improvement?
Although the platform is already set up for you, there's a lot of customization that needs to be done, especially for any new component we start using. For whatever solution we wanted, we had to think for ourselves and design it all on our own. And, unfortunately, there were some components that were not really mature in the beginning, like Tableau for example. I would like to see Salesforce better, or more quickly, integrate the applications that they acquire, like Tableau and Slack.
Technologies are changing rapidly nowadays, and customers are requesting all sorts of new integrations. For example, some are asking for WhatsApp integrations, AI and ML integrations, etc. When you're using a single platform such as Salesforce or SAP, your data quality is the one thing that is taken care of, and we would like to continue managing our data across many different integration channels.
For how long have I used the solution?
We've been using Salesforce Platform for almost four years.
What do I think about the stability of the solution?
It's a very stable solution. We haven't had many issues with stability.
What do I think about the scalability of the solution?
With our environment of around 1500 users, there have hardly been any performance or scalability issues.
How are customer service and technical support?
I don't think I have ever called technical support for an explanation or anything. At least not for the solution that we use for our sales staff who visit the markets.
How was the initial setup?
The setup was really straightforward. The one hitch was that when first setting up our customers, to capture their details and enter them into the system, we found that not all of them had reliable internet access. However, I understand that this is not a product challenge, but rather a practical or technical challenge.
What's my experience with pricing, setup cost, and licensing?
The licensing is per user per month, which we took out a contract on a long time back. It's really an okay price for what solutions are available and for how many features and what kind of functionality you get.
The only thing is that, regarding the pricing contract, if you agree on 2000 users, you have to pay for 2000, even if you only have 1500. An agreement for 2000 users was in our contract, so we had to pay a little bit extra because we only have about 1500 users currently.
What other advice do I have?
I can recommend Salesforce Platform to others with no hesitation. For a PaaS, all the infrastructure was in place. But when you begin with a new platform, you have to start from scratch at level zero and then keep on maturing. Thus, my advice to my team and everyone else is: don't complicate from day one. You start, make it simple, keep on using it, make sure it's working correctly and so on, and from there on out things are very easy for users.
I would rate Salesforce Platform a seven out of ten.
Which deployment model are you using for this solution?
Public Cloud
If public cloud, private cloud, or hybrid cloud, which cloud provider do you use?
Other
Disclosure: My company does not have a business relationship with this vendor other than being a customer.
Cyber Product Manager at a computer software company with 51-200 employees
Has user-friendly interface and provides comprehensive CRM capabilities
Pros and Cons
- "The technical support services are good."
- "The product's pricing model could be improved, as some features are only available in paid modules, which can be costly."
What is our primary use case?
My primary use case for Salesforce is managing and analyzing data related to sales opportunities and leads. It includes extracting data to analyze service performance.
What is most valuable?
The product's most valuable features are a user-friendly interface and comprehensive CRM capabilities. These features help manage sales data and extract meaningful insights from opportunities and leads.
What needs improvement?
The product's pricing model could be improved, as some features are only available in paid modules, which can be costly.
For how long have I used the solution?
I have been using Salesforce Platform primarily as an end user for several years.
What do I think about the stability of the solution?
The platform is stable.
What do I think about the scalability of the solution?
The platform is scalable, as it effectively supports the commercial team in our medium-sized organization.
How are customer service and support?
The technical support services are good.
How was the initial setup?
The product generally requires specialized knowledge for configuration.
What's my experience with pricing, setup cost, and licensing?
The product's additional features can be expensive.
What other advice do I have?
I rate Salesforce Platform an eight out of ten.
Disclosure: My company does not have a business relationship with this vendor other than being a customer.
Lightweight, easy to use, and flexible as it's on the cloud
Pros and Cons
- "I found the ease of use most valuable in the Salesforce Platform. I also found the platform pretty light."
- "I want more analytics in the platform and the addition of AI-based models, for example, predictive feedback. The Salesforce Platform needs to be more intelligent and intuitive to make it a great solution."
What is our primary use case?
I use the Salesforce Platform for customer relationship management. I use the solution for tracking and managing the customer lifecycle and the sales cycle.
What is most valuable?
I found the ease of use most valuable in the Salesforce Platform. I also found the platform pretty light.
What needs improvement?
The Salesforce team is building some intelligence into the Salesforce Platform, but it needs more automation. In particular, I want more analytics in the platform and the addition of AI-based models, for example, predictive feedback. The Salesforce Platform needs to be more intelligent and intuitive to make it a great solution.
What I want to add to the Salesforce Platform is the ability to organize and present information on the dashboards more intelligently, as that would be of great help.
For how long have I used the solution?
I've been using the Salesforce Platform for about one year now.
How are customer service and support?
I've never contacted the Salesforce Platform technical support team because my company has a separate operations team in charge of getting support.
How was the initial setup?
The initial setup for the Salesforce Platform was easy, so it's a nine out of ten in this area.
I have no idea how long the deployment took because I wasn't involved in the platform's deployment.
What other advice do I have?
I'm part of a product company in the synthetic data space rather than traditional TDM solutions. I head the global analysis team in my company.
For CRM, my company uses the Salesforce Platform. It also uses Amazon Web Services. I'm also a user of the Salesforce Platform.
The Salesforce Platform is on the cloud, so I always use the latest version.
At least thirty-five people use the Salesforce Platform in my company.
The Salesforce Platform is a solution I would recommend to others.
My rating for the platform is nine out of ten based on its usability. The most important driving factor to me is its ease of use. The Salesforce Platform also has excellent features and functionalities. It's also important to me that the Salesforce Platform is a lightweight solution and very flexible to use on the cloud.
My company is a Salesforce customer.
Which deployment model are you using for this solution?
Public Cloud
If public cloud, private cloud, or hybrid cloud, which cloud provider do you use?
Amazon Web Services (AWS)
Disclosure: My company does not have a business relationship with this vendor other than being a customer.
Associate Lead Account Manager Full-time at a tech vendor with 501-1,000 employees
CRM used to surface trends and inform decisions on events and marketing campaigns.
Pros and Cons
- "We also use Salesforce to find trends to make informed decisions in terms of events and marketing campaigns."
- "The reporting for Salesforce could be approved. It is a manual process and it would be useful to have a guide or videos on how to generate reports or any other cool things that you could do with the platform."
What is our primary use case?
We use this solution to maintain the information of our existing customers. We generate reports and analyze how customers have been interacting with the company. We also use Salesforce to find trends to make informed decisions in terms of events and marketing campaigns.
What is most valuable?
This solution is accurate.
What needs improvement?
The solution is not completely user-friendly, but it is user-friendly enough to support our day to day work. The Lighting version could be more smooth. We keep opting for the Classic version because it seems that it is least likely to get stuck. The Lighting version needs to be faster and easier to be able to get the information that we want.
The reporting for Salesforce could also be approved. It is a manual process and it would be useful to have a guide or videos on how to generate reports or any other cool things that you could do with the platform.
For how long have I used the solution?
I have been using this solution for one and a half years.
What do I think about the stability of the solution?
This is a stable solution. The Lightning version is a tad slow but the Classic version is more user-friendly.
How was the initial setup?
The solution comes ready to use and there was nothing that we needed to do to get started. It was a matter of accessing the application and logging in using our credentials for our day to day work. As a first time user, the training that we were given helped us understand how to navigate the platform.
What other advice do I have?
From an employee point of view, I would recommend Salesforce. It is user-friendly.
I would rate this solution an eight out of ten.
Which deployment model are you using for this solution?
Public Cloud
Disclosure: My company does not have a business relationship with this vendor other than being a customer.
WWT at a tech services company with 5,001-10,000 employees
CRM solution successfully used for forecasting and tracking sales contacts and opportunities
Pros and Cons
- "It is an easy product to use and does great things for our company. It keeps track of all of our sales activity."
- "A company needs to carefully consider how they set up Salesforce in order to ensure it benefits them."
What is our primary use case?
We use Salesforce for all of our customer resource management, forecasting and tracking our contacts and opportunities. We also use it to make internal requests.
What is most valuable?
It is an easy product to use and does great things for our company. It keeps track of all of our sales activity.
What needs improvement?
A company needs to carefully consider how they set up Salesforce in order to ensure it benefits them.
For how long have I used the solution?
I have been using Salesforce for 16 years.
What do I think about the stability of the solution?
This is a stable solution.
What do I think about the scalability of the solution?
This is a scalable solution due to the fact that it is cloud based. We have 3000 users on Salesforce.
What other advice do I have?
I would rate this solution a nine out of ten.
Disclosure: My company has a business relationship with this vendor other than being a customer. Partner
Territory Account Manager at a tech vendor with 51-200 employees
Keeps track of your customers' activity however it needs to be re-platformed
Pros and Cons
- "The solution is used to track our customers."
- "We use Salesforce to keep track of our customers' activity."
- "Salesforce needs to be re-platformed, or re-architected, making it lighter."
- "Personally, I do not see that much value in Salesforce."
What is our primary use case?
We use Salesforce to keep track of our customers' activity.
What is most valuable?
The solution is used to track our customers.
What needs improvement?
Salesforce needs to be re-platformed, or re-architected, making it lighter. It also needs an easier code to work with.
Initial setup should be easier and faster.
Personally, I do not see that much value in Salesforce.
For how long have I used the solution?
I have been using Salesforce for 10 years.
What do I think about the stability of the solution?
Salesforce is stable.
What do I think about the scalability of the solution?
This is a scalable solution.
How was the initial setup?
The initial setup could be done faster if it was easier.
What other advice do I have?
I would rate this solution a five out of ten.
Disclosure: My company does not have a business relationship with this vendor other than being a customer.
Principle Product Manager at a tech vendor with 5,001-10,000 employees
Useful data management, plenty of report filters, but UI could improve
Pros and Cons
- "The most valuable features of the Salesforce Platform are the ability to manage customers' data, many report filtering options, and consolidation."
- "The Salesforce Platform has not gone down in the time we have used it, it is very stable."
- "Salesforce Platform could improve the UI and the responsiveness of their servers. The UI needs to be made user-friendly for all users."
What is our primary use case?
We are using the Salesforce Platform mainly for forecasting and budgeting. We use it for everything related to the customer's data.
What is most valuable?
The most valuable features of the Salesforce Platform are the ability to manage customers' data, many report filtering options, and consolidation.
What needs improvement?
Salesforce Platform could improve the UI and the responsiveness of their servers. The UI needs to be made user-friendly for all users.
For how long have I used the solution?
I have been using the Salesforce Platform for approximately four years.
What do I think about the stability of the solution?
Salesforce Platform is highly stable.
What do I think about the scalability of the solution?
The scalability of the Salesforce Platform is good. It can scale up and down to our needs.
We have approximately 1,000 people using this solution in my organization and it is being used daily. Many people in different roles are using the solution, such as sales managers, sales representatives, and system engineers.
How are customer service and support?
I have not used the support from Salesforce Platform.
Which solution did I use previously and why did I switch?
I have not used another solution other than Salesforce Platform in this category.
What about the implementation team?
When there is a need to update the solution I do it and it is simple. We have a team that did the implementation of the Salesforce Platform.
What other advice do I have?
The Salesforce Platform has not gone down in the time we have used it, it is very stable. I would recommend this solution to others.
I rate Salesforce Platform a seven out of ten.
Disclosure: My company does not have a business relationship with this vendor other than being a customer.
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